NYSE$SKIL

Skillsoft Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Skillsoft reported fiscal Q4 2025 revenue of $134M with a GAAP net loss of $31M and diluted loss per share of $3.75.

Total revenue was $134 million for the quarter ended January 31, 2025, with Talent Development Solutions at $103 million (+1% YoY) and Global Knowledge at $31 million. GAAP net loss was $31 million (diluted LPS $3.75) versus $245 million a year ago when impairment charges hit results. Adjusted EBITDA was $30 million (22% margin); free cash flow was $13 million.

  • Fiscal Q4 revenue $134M; adjusted EBITDA $30M (22% margin).
  • GAAP net loss $31M; adjusted net income $17M.
  • FY2025 revenue $531M with adjusted EBITDA $109M.
  • FY2026 outlook: revenue $530M–$545M, adjusted EBITDA $112M–$118M.

Headline financials

Total Revenue

$134M

Previous: $138M-2.6%
EPS (adj)

-$3.75

Previous: -$3.09-21.4%
Adjusted EBITDA

$29.9M

No prior period
Adjusted EBITDA Margin

22.4%

No prior period
Net Income

-$31M

Previous: -$245M+87.4%
Operating Income

-$17.3M

Previous: -$18.2M+5.1%

Revenue & EPS history

Skillsoft · Revenue · Quarterly

$134M

Q4 2025-2.6%vs Q4 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Skillsoft · $94.5M total across 1 segment · Q1 2027

  • Talent Development Solutions
    $94.5M-4.7%

Forward guidance

Fiscal 2026 outlook calls for GAAP revenue of $530M–$545M and adjusted EBITDA of $112M–$118M as transformation initiatives continue.

Tailwinds

  • FY2026 revenue and EBITDA guided above FY2025.
  • Margin expansion and positive free cash flow targeted.

Headwinds

  • Macro pressure on enterprise learning budgets.
  • Global Knowledge segment remains smaller and cyclical.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-5.1%

Avg return

Earnings day

-6.2%

Avg return

5 days after

-2.1%

Avg return

30 days after

24%

7 / 29 earnings

Positive

+27.1%

Q3 2025

Best reaction

-37.3%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-11.6%
Q4 2026+0.9%-2.1%
Q3 2026-22.1%-14.3%+25.8%
Q2 2026-10.1%-13.6%-6.7%
Q1 2026-3.5%-14.1%-12.0%
Q4 2025+22.0%+26.5%+32.8%
Q3 2025+27.1%+23.4%+101.2%
Q2 2025-6.6%+3.6%+16.0%
Q1 2025+14.9%+6.8%+58.2%
Q4 2024-37.3%-38.6%-4.6%
Q3 2024-10.7%-6.9%-14.6%
Q2 2024-10.4%-10.4%-24.8%
Q1 2024-13.4%-14.6%-22.0%
Q4 2023-14.1%-26.3%-37.1%
Q3 2023-16.0%-26.5%-30.0%
Q2 2023-17.6%-16.2%-41.4%
Q1 2023-19.4%-28.2%-38.7%
Q4 2020-2.7%-8.0%-14.7%
Q4 2022-3.5%+3.5%-8.4%
Q3 2022-4.9%-4.9%-27.1%
Q3 2021-4.9%-4.9%-27.1%
Q2 2022+2.8%+5.6%+25.6%
Q1 2022-8.7%-16.5%-18.9%
Q4 2021-0.1%-0.2%-0.3%
Q2 2021-0.1%-0.2%-0.3%
Q1 2021+0.1%+2.3%+6.2%
Q4 2019+2.3%+2.3%+6.3%
Q3 2019-0.6%-0.3%-0.7%
Q2 2019+0.0%+0.0%+0.2%

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